In this Plus episode, we look at the investment newsletter business and whether investors should invest in their individual stock recommendations. We also discuss how to evaluate and invest in preferred stocks. … [Read more...]
309: Investments to Fight Financial Repression
What are some investments that can generate a cash yield greater than inflation in an era when central bank policies keep government bond yields lower than the inflation rate. Topics covered include: How low are interest rates around the worldWhat have inflation rates been and what causes inflation and deflationWhat is financial impressionWhy are central banks keeping short-term interest rates so lowWhat determines interest ratesHow I-bonds workWhy active bond mutual funds can be … [Read more...]
301 Plus: June 2020 Investment Conditions and Model Portfolio Changes
In Plus episode 301, we review investment conditions as of early June and discuss the recent changes to the model portfolios to increase risk. … [Read more...]
271 Plus: October 2019 Portfolio Review, Preferred Stock, and Vanguard’s Expected Returns
In Plus episode 271 for the week of October 4, 2019 we review the purpose of the model portfolios and recent changes in David's portfolios. We look at the performance of preferred stock in down markets. Finally, we review Vanguard's expected returns for the next decade. … [Read more...]
246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs
In Plus episode 246 for the week of March 29, 2019, we review why David added to his preferred stock allocation given the current interest rate environment. We compare the differences between private REITs and public REITs. Finally, we analyze an ETF that tracks the CBOE S&P 500 PutWrite Index. NOTE: If you are looking for the episode on the Innovator S&P Buffer ETFs mentioned in podcast Episode 277, part one of the discussion is Plus Episode 240, which you can listen to for free. … [Read more...]
243 Plus: March 2019 Portfolio Review, Preferred Stock and 10th Anniversary of the Secular Bull
In Plus episode 243 for the week of March 8, 2019 we review a recent change in David's portfolio as it relates to preferred stock and take a look at the characteristics of preferred stock. We also explore secular bull and bear markets in recognition of the 10th year anniversary of the current secular bull. … [Read more...]
136: Filter By Asset Class – Featuring Preferred Stocks
How framing and filtering by asset classes makes investing easier. How to invest in preferred stocks. Photo by Francisco Morais In this episode you'll learn: What are the benefits of framing and filtering. Why asset classes are an appropriate filter and framing device for investing. What are the attributes and risks of preferred stocks. How to invest in preferred stocks. Show Notes Money For the Rest of Us Listener Survey The Unknown Craftsman: A Japanese Insight … [Read more...]
